Jordan Vaka

PlanningSolo

Gold
13 Yrs Experience
Malvern East, VIC 3145

Hello, my name's Jordan and I'm an independent financial adviser who helps people with the financial side of life's big transitions.

Be it navigating the stormy waters of a divorce, preparing for your ideal retirement or finding your feet again after the loss of a loved one, my aim is to make the path through the transition as smooth as possible.

I'm a big believer in keeping things as simple as possible, rather than making them more complicated than necessary.

And I'm very proud to say that I'm a truly independent financial adviser. There aren't many of us in Australia, that meet the legal definition, which I think highlights how challenging it can be. A challenge I'm really pleased we've embraced.

If you're looking for an adviser to help you through one of the big transitions in life, please feel free to get in touch. Our website has a lot more information about how we work, and why we do what we do as well.

Thanks, 

Jordan

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

Our fees are based purely on the complexity of your situation and we prepare a detailed quote and proposal for all clients before we start any work.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 5
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

PlanningSolo

Level 2, 1341 Dandenong Rd Service Rd
Malvern East, VIC 3145

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 6:00pm Monday – Thursday

Licensed by

Planningsolo Licensing Pty Ltd

AFSL 526143